Template Sales

Only available in the Business Suite version of Business Accountz

Overview

This is a labour-saving feature, enabling you to quickly enter transactions. Here you can create template transactions, useful if you do the same type of work for people regularly. Then in either the Sales Transactions component, or the Sales Tab of the Customer Database you can choose the template transaction name (from the drop-down list) and a transaction line will be inserted into the table, with just the date and amount fields remaining to complete the transaction.

Table Toolbar

The following tools are available via the tool bar above the table:

• Select Current View Allows you to change the View that is currently in use by the table
• Toggle View Editor Panel Shows/hides the View Editor Panel
• Create New View Creates a New View based on the currently selected view
• Search Shows/hides the table’s Search Panel that allows you to search for key words (or amounts) in the current table
• Create Transaction – create a new empty transaction
• Copy Transaction – makes a copy of the currently selected transaction(s)
• Delete Transaction – hides the currently selected transaction(s) from view (use the default filter drop-down menu option from the Filter Selector to show all deleted transactions again – where you can also un-delete them if you wish)
• Show/Hide Chart – displays and hides the chart for the currently selected view
• Print – opens the Document Designer so you can select or design a suitable template for printing the current table of filtered transactions

Visible Columns

This component has the following columns visible by default:

• Multiple Select - enables the user to select (and therefore copy/delete) multiple transactions
• Template Name – enter a memorable name so you can choose it with ease from the template drop-down tool button
• Customer – Choose the customer involved with this transaction
• Reference – a reference value for the current transaction/entry
• From Account – where the money came from (a sales account for a sale, a payment account for a purchase or, say, a bank for a transfer)
• To Account – where the money went to (the bank if a sale, some expense account if a purchase or some other monetary account if a transfer, eg. VAT Control if you are paying your VAT Return)
• Total Amount – the full total of the transaction
• VAT Code – the VAT code associated with this transaction (eg. S for Standard rate VAT), when a code is entered, the VAT is automatically calculated
• Description – any descriptive text
• Paid - marks this sale/purchase transaction as being fully paid

Hidden Columns

• Amount less VAT – the net amount after VAT has been deducted
• Cleared (From) – represents the ‘from’ side of the transaction as being cleared or not
• Cleared (To) – represents the ‘to’ side of the transaction as being cleared or not
• Currency Amount - This component is only available in the Business Suite version of Business Accountz. Please visit accountz.com for more information – the equivalent amount to Total Amount in the chosen foreign currency (as defined in the Currency Code column)
• Currency Amount Less VAT - This component is only available in the Business Suite version of Business Accountz. Please visit accountz.com for more information – the equivalent amount to Amount Less VAT in the chosen foreign currency (as defined in the Currency Code column)
• Currency Code - This component is only available in the Business Suite version of Business Accountz. Please visit accountz.com for more information – the 3 character currency code of the chosen foreign currency
• Currency Rate - This component is only available in the Business Suite version of Business Accountz. Please visit accountz.com for more information – the exchange rate to use when converting between the native and chosen foreign currency (as defined in the Currency Code column)
• Currency Unit Price - This component is only available in the Business Suite version of Business Accountz. Please visit accountz.com for more information – the equivalent amount to Unit Price in the chosen foreign currency (as defined in the Currency Code column)
• Currency Unit Price Less VAT - This component is only available in the Business Suite version of Business Accountz. Please visit accountz.com for more information – the equivalent amount to Unit Price Less VAT in the chosen foreign currency (as defined in the Currency Code column)
• Currency VAT Amount - This component is only available in the Business Suite version of Business Accountz. Please visit accountz.com for more information – the equivalent amount to VAT Amount in the chosen foreign currency (as defined in the Currency Code column)
• Date Created – the actual creation date of this transaction (it may be different from the Tax Date or Paid Date)
• Delivery – represents the chosen delivery address for the selected Customer
• Error Code – if the transaction is in error (has a red background) this column displays a description of the error.
• Notes - a place to record any additional notes about this transaction
• Product - This component is only available in the Business Suite version of Business Accountz. Please visit accountz.com for more information - the product item being bought/sold in this transaction
• Quantity - used when a transaction line comprises of multiples of the same item. Use in conjunction with the Unit Price and Unit Price Less VAT fields)
• Unit Price - displays/sets the unit price for an item (use in conjunction with the Quantity field)
• Unit Price Less VAT - displays/sets the unit price (excluding VAT) for an item (use in conjunction with the Quantity field)
• VAT Amount – see the previous entry (VAT can be edited manually if it is different from the auto-calculated amount)